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AGF Investments LLC’s Principal Financial Group PFG Stock Holding History

AGF Investments LLC’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-97
Closed -$6K – 791
2018
Q3 		$6K Hold
97
– – ﹤0.01% 772
2018
Q2 		$5 Buy
+97
New +$5.64K ﹤0.01% 782
2017
Q4 		– Sell
-152
Closed -$10K – 801
2017
Q3 		$10K Hold
152
– – ﹤0.01% 547
2017
Q2 		$10K Hold
152
– – ﹤0.01% 522
2017
Q1 		$10K Sell
152
-64
-30% -$3.9K ﹤0.01% 540
2016
Q4 		$13K Buy
+216
New +$12.1K ﹤0.01% 440

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return